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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BAR HARBOR WEALTH MANAGEMENT

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001035463-25-000003

Total Value
$1.51B
Positions
255
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1SELECT SECTOR SPDR TR81369Y803468,257$96.7M6.40%
2ELI LILLY & COLLY76,113$62.9M4.16%
3ISHARES TR464287200106,793$60.0M3.98%
4ISHARES TR464287226596,769$59.0M3.91%
5APPLE INCAAPL251,247$55.8M3.70%
6JOHNSON & JOHNSONJNJ225,373$37.4M2.48%
7COSTCO WHSL CORP NEW22160K10535,454$33.5M2.22%
8MICROSOFT CORPMSFT79,994$30.0M1.99%
9EXXON MOBIL CORPXOM234,820$27.9M1.85%
10ISHARES TR464287507477,896$27.9M1.85%
11SELECT SECTOR SPDR TR81369Y407129,401$25.6M1.69%
12ISHARES TR464287804234,503$24.5M1.62%
13VANGUARD TAX-MANAGED FDS921943858450,589$22.9M1.52%
14TEXAS PACIFIC LAND CORPORATITPL15,993$21.2M1.40%
15SELECT SECTOR SPDR TR81369Y605420,541$20.9M1.39%
16SELECT SECTOR SPDR TR81369Y209141,559$20.7M1.37%
17SELECT SECTOR SPDR TR81369Y704155,475$20.4M1.35%
18JPMORGAN CHASE & CO.VYLD82,063$20.1M1.33%
19BROWN & BROWN INCBRO160,568$20.0M1.32%
20ISHARES TR464288646376,812$19.7M1.31%
21INTERNATIONAL BUSINESS MACHSINTR75,018$18.7M1.24%
22ABBOTT LABSABLZF139,713$18.5M1.23%
23BERKSHIRE HATHAWAY INC DELBRK-A34,673$18.5M1.22%
24ABBVIE INCABBV77,964$16.3M1.08%
25CATERPILLAR INCCAT49,171$16.2M1.07%
26CHEVRON CORP NEWCVX96,011$16.1M1.06%
27INVESCO QQQ TRIVZ33,710$15.8M1.05%
28ALPHABET INCGOOG99,040$15.3M1.01%
29AMAZON COM INCAMZN79,504$15.1M1.00%
30ISHARES TR464288638275,578$14.5M0.96%
31AUTOMATIC DATA PROCESSING INADP47,179$14.4M0.95%
32SIMPLIFY EXCHANGE TRADED FUN82889N525278,851$14.0M0.93%
33WALMART INCWMT158,591$13.9M0.92%
34SELECT SECTOR SPDR TR81369Y308167,288$13.7M0.91%
35BAR HBR BANKSHARES066849100458,476$13.5M0.90%
36PARKER-HANNIFIN CORPPH21,949$13.3M0.88%
37MERCK & CO INCMRK147,771$13.3M0.88%
38RYAN SPECIALTY HOLDINGS INCRYAN177,097$13.1M0.87%
39PROCTER AND GAMBLE CO74271810972,641$12.4M0.82%
40TJX COS INC NEW872540109101,278$12.3M0.82%
41MEDTRONIC PLCMDT136,257$12.2M0.81%
42NELNET INCNNI109,231$12.1M0.80%
43COLGATE PALMOLIVE COCL128,804$12.1M0.80%
44UNION PAC CORPUNP45,846$10.8M0.72%
45ROCKWELL AUTOMATION INCROK39,260$10.1M0.67%
46BAKER HUGHES COMPANYBKR223,855$9.8M0.65%
47VANGUARD INTL EQUITY INDEX F922042858213,461$9.7M0.64%
48SYSCO CORPSYY125,806$9.4M0.63%
49HOME DEPOT INCHD25,041$9.2M0.61%
50SANDSTORM GOLD LTD80013R2061,124,843$8.5M0.56%
51PEPSICO INCPEP56,569$8.5M0.56%
52MASTERCARD INCORPORATEDMA15,188$8.3M0.55%
53FIRST AMERN FINL CORP31847R102126,093$8.3M0.55%
54SELECT SECTOR SPDR TR81369Y50687,182$8.1M0.54%
55EMERSON ELEC COEMR74,055$8.1M0.54%
56KONINKLIJKE PHILIPS N VRYLPF316,650$8.0M0.53%
57UNITED PARCEL SERVICE INCUPS69,640$7.7M0.51%
58VERIZON COMMUNICATIONS INCVZ167,934$7.6M0.50%
59BENTLEY SYS INCBSY190,441$7.5M0.50%
60SELECT SECTOR SPDR TR81369Y85270,680$6.8M0.45%
61SPDR S&P 500 ETF TRSPY12,102$6.8M0.45%
62NVIDIA CORPORATIONNVDA61,432$6.7M0.44%
63SELECT SECTOR SPDR TR81369Y88683,868$6.6M0.44%
64ISHARES TR46428715054,194$6.6M0.44%
65CHUBB LIMITEDCB21,411$6.5M0.43%
66WASTE MGMT INC DEL94106L10927,838$6.4M0.43%
67VANGUARD SCOTTSDALE FDS92206C40976,391$6.0M0.40%
68NIKE INCNKE92,863$5.9M0.39%
69CISCO SYS INCCSCO92,792$5.7M0.38%
70UNITEDHEALTH GROUP INCUNH10,776$5.6M0.37%
71DANAHER CORPORATION23585110226,170$5.4M0.36%
72AMERICAN TOWER CORP NEW03027X10024,107$5.2M0.35%
73ISHARES TR46428724246,707$5.1M0.34%
74MCDONALDS CORPMCD16,233$5.1M0.34%
75SELECT SECTOR SPDR TR81369Y10056,293$4.8M0.32%
76BANK AMERICA CORP060505104114,586$4.8M0.32%
77INTERCONTINENTAL EXCHANGE IN45866F10427,059$4.7M0.31%
78KINDER MORGAN INC DELEP-PC158,857$4.5M0.30%
79DISNEY WALT CO25468710645,046$4.4M0.29%
80PFIZER INCPFE174,740$4.4M0.29%
81ACCENTURE PLC IRELANDACN14,167$4.4M0.29%
82COCA COLA COKO60,913$4.4M0.29%
83NEXTERA ENERGY INCNEE-PW61,446$4.4M0.29%
84EQUITY LIFESTYLE PPTYS INC29472R10865,235$4.4M0.29%
85EATON CORP PLCETN15,173$4.1M0.27%
86EASTGROUP PPTYS INC27727610123,344$4.1M0.27%
87NOVO-NORDISK A SNONOF58,817$4.1M0.27%
88LAM RESEARCH CORPLRCX55,747$4.1M0.27%
89VISA INCV11,120$3.9M0.26%
90ADOBE INCADBE10,118$3.9M0.26%
91META PLATFORMS INCMETA6,682$3.9M0.26%
92SALESFORCE INCCRM14,346$3.8M0.26%
93L3HARRIS TECHNOLOGIES INCLHX18,189$3.8M0.25%
94ARISTA NETWORKS INCANET47,836$3.7M0.25%
95ALPHABET INCGOOG23,277$3.6M0.24%
96BALL CORPBALL65,408$3.4M0.23%
97THERMO FISHER SCIENTIFIC INCTMO6,771$3.4M0.22%
98AMPHENOL CORP NEW03209510150,627$3.3M0.22%
99HONEYWELL INTL INC43851610615,145$3.2M0.21%
100STARBUCKS CORPSBUX32,204$3.2M0.21%
101SELECT SECTOR SPDR TR81369Y86074,268$3.1M0.21%
102NUVEEN MUN VALUE FD INCNU353,300$3.1M0.21%
103EQUINIX INCEQIX3,798$3.1M0.21%
104RTX CORPORATIONRTX23,258$3.1M0.20%
105VANGUARD INDEX FDS92290862911,879$3.1M0.20%
106PALO ALTO NETWORKS INCPANW17,943$3.1M0.20%
107ASML HOLDING N VASMLF4,522$3.0M0.20%
108BOOKING HOLDINGS INCBKNG645$3.0M0.20%
109FEDEX CORPFDX11,892$2.9M0.19%
110TRACTOR SUPPLY COTSCO52,200$2.9M0.19%
111AIR PRODS & CHEMS INCAIIR9,533$2.8M0.19%
112AUTOZONE INCAZO712$2.7M0.18%
113GSK PLCGLAXF67,092$2.6M0.17%
114TIMKEN COTKR36,076$2.6M0.17%
115DOMINION ENERGY INCD43,571$2.4M0.16%
116BRISTOL-MYERS SQUIBB COCELG-RI37,776$2.3M0.15%
117CSX CORPCSX76,333$2.2M0.15%
118ISHARES TR46428746526,546$2.2M0.14%
119LOWES COS INC5486611079,241$2.2M0.14%
120GE HEALTHCARE TECHNOLOGIES IGEHC26,069$2.1M0.14%
121ISHARES TR46428755615,292$2.0M0.13%
122INTERNATIONAL FLAVORS&FRAGRA45950610123,509$1.8M0.12%
123PROLOGIS INC.PLDGP16,216$1.8M0.12%
124VALERO ENERGY CORPVLO13,464$1.8M0.12%
125ADVANCED MICRO DEVICES INCAMD16,396$1.7M0.11%
126HEWLETT PACKARD ENTERPRISE CHPE-PC107,320$1.7M0.11%
127TEXAS INSTRS INC8825081048,627$1.6M0.10%
128NORFOLK SOUTHN CORP6558441086,501$1.5M0.10%
1293M COMMM9,610$1.4M0.09%
130PHILIP MORRIS INTL INC7181721098,859$1.4M0.09%
131SPDR SER TR78464A76310,180$1.4M0.09%
132ULTA BEAUTY INCULTA3,649$1.3M0.09%
133BLACKROCK INCBLK1,347$1.3M0.08%
134ISHARES TR46428723428,748$1.3M0.08%
135KIMBERLY-CLARK CORPKMB8,808$1.3M0.08%
136ILLINOIS TOOL WKS INC4523081094,851$1.2M0.08%
137MARSH & MCLENNAN COS INC5717481024,903$1.2M0.08%
138GENERAL MLS INC37033410418,578$1.1M0.07%
139APPLIED MATLS INC0382221057,474$1.1M0.07%
140AMETEK INCAME6,009$1.0M0.07%
141ECOLAB INCECL3,916$992,7840.07%
142ISHARES TR4642871687,343$986,0910.07%
143AT&T INCT-PC33,075$935,3610.06%
144S&P GLOBAL INCSPGI1,802$915,5960.06%
145WALGREENS BOOTS ALLIANCE INC93142710880,247$896,3590.06%
146INTEL CORPINTC39,365$893,9790.06%
147ON SEMICONDUCTOR CORPON21,268$865,3950.06%
148CARRIER GLOBAL CORPORATIONCARR13,522$857,2950.06%
149ISHARES TR46432F84210,503$794,5520.05%
150YUM BRANDS INCYUM5,025$790,7340.05%
151LOCKHEED MARTIN CORPLMT1,769$790,2300.05%
152AMGEN INCAMGN2,481$772,9560.05%
153ISHARES INC46428678016,009$770,5130.05%
154BLACKSTONE INCBX5,260$735,2430.05%
155GE AEROSPACE3696043013,621$724,7430.05%
156DUPONT DE NEMOURS INCDD9,634$719,4670.05%
157LINDE PLCLIN1,545$719,4140.05%
158CINTAS CORPCTAS3,492$717,7110.05%
159DEERE & CODE1,435$673,5170.04%
160DOW INCDOW18,765$655,2740.04%
161QUALCOMM INCQCOM4,250$652,8430.04%
162GENUINE PARTS COGPC5,310$632,6330.04%
163OGE ENERGY CORPOGE13,704$629,8360.04%
164ISHARES TR4642873096,711$622,9820.04%
165ISHARES TR4642885137,859$619,9970.04%
166VANGUARD INDEX FDS9229087692,232$613,4430.04%
167MOODYS CORPMCO1,306$608,1910.04%
168ORACLE CORPORCL-PD4,323$604,3990.04%
169DUKE ENERGY CORP NEWDUKB4,950$603,7520.04%
170AMERICAN EXPRESS COAXP2,203$592,7170.04%
171PHILLIPS 66PSX4,774$589,4940.04%
172CAMDEN NATL CORP13303410814,530$588,0290.04%
173UNILEVER PLCUNLYF9,854$586,8060.04%
174VANGUARD INDEX FDS9229083631,069$549,3700.04%
175SOUTHERN COSOMN5,807$533,9540.04%
176ISHARES TR4642874996,180$525,7330.03%
177M & T BK CORP55261F1042,896$517,6600.03%
178MARATHON PETE CORPMARA3,317$483,2540.03%
179AMERICAN WTR WKS CO INC NEW0304201033,265$481,6530.03%
180PNC FINL SVCS GROUP INC6934751052,680$471,0640.03%
181CONOCOPHILLIPSCOP4,410$463,1380.03%
182ISHARES TR4642871764,162$462,3570.03%
183DOVER CORPDOV2,626$461,3360.03%
184ISHARES TR4642876552,306$460,0240.03%
185ZIMMER BIOMET HOLDINGS INCZBH3,836$434,1580.03%
186TRAVELERS COMPANIES INCTRV1,627$430,2760.03%
187WESTERN ASSET MANAGED MUNS F95766M10541,682$428,9080.03%
188ISHARES TR46428868713,738$422,1690.03%
189OTIS WORLDWIDE CORPOTIS4,036$416,5150.03%
190BANK NEW YORK MELLON CORP0640581004,934$413,8150.03%
191VANGUARD INDEX FDS9229087511,863$413,1200.03%
192NETFLIX INCNFLX420$391,6630.03%
193CLOROX CO DELCLX2,621$385,9420.03%
194SPDR SER TR78464A28415,248$384,5550.03%
195XCEL ENERGY INCXELLL5,389$381,4870.03%
196NOVARTIS AGNVSEF3,363$374,9070.02%
197SCHLUMBERGER LTDSLB8,780$367,0040.02%
198ANALOG DEVICES INCADI1,796$362,1990.02%
199ISHARES TR4642876064,271$355,6890.02%
200MONDELEZ INTL INC6092071055,180$351,4630.02%
201THE CIGNA GROUP1255231001,065$350,3850.02%
202WISDOMTREE TRWT5,721$339,1410.02%
203GILEAD SCIENCES INCGILD2,969$332,6760.02%
204COMCAST CORP NEWCCZ9,011$332,5060.02%
205ALTRIA GROUP INCMO5,487$329,3300.02%
206WELLS FARGO CO NEW9497461014,480$321,6190.02%
207ISHARES TR4642875723,317$319,3940.02%
208METLIFE INCMET-PF3,909$313,8540.02%
209CONSOLIDATED EDISON INCED2,834$313,4120.02%
210ISHARES TR4642888022,702$310,3790.02%
211KLA CORPKLAC455$309,3090.02%
212FIRST TR EXCHANGE TRADED FD33738R5065,258$307,8030.02%
213AON PLCAON767$306,1020.02%
214EVERSOURCE ENERGYES4,465$277,3210.02%
215FIRST BANCORP INC MEFNLC10,970$271,1780.02%
216DTE ENERGY CODTK1,959$270,8710.02%
217T-MOBILE US INCTMUSZ1,010$269,3770.02%
218INVESCO EXCHANGE TRADED FD TIVZ1,555$269,3730.02%
219SPDR S&P MIDCAP 400 ETF TRMDY504$268,8740.02%
220MCKESSON CORPMCK398$267,8500.02%
221HANOVER INS GROUP INC4108671051,480$257,4460.02%
222ALLSTATE CORPALL-PJ1,237$256,1460.02%
223PAYCHEX INCPAYX1,655$255,3330.02%
224NVR INCNVR35$253,5540.02%
225AFLAC INCAFL2,268$252,1790.02%
226ISHARES TR464287622822$252,1400.02%
227CHURCH & DWIGHT CO INCCHD2,265$249,3540.02%
228VANGUARD INDEX FDS9229085532,737$247,8080.02%
229GRAINGER W W INC384802104245$242,0180.02%
230ZOETIS INCZTS1,454$239,4010.02%
231GENERAL DYNAMICS CORPGD851$231,9660.02%
232VANGUARD SCOTTSDALE FDS92206C8702,761$225,7390.01%
233BP PLCBPPFF6,625$223,8590.01%
234AMERIPRISE FINL INC03076C106457$221,2380.01%
235ROPER TECHNOLOGIES INCROP372$219,3240.01%
236HARBOR ETF TRUST41151J1094,876$217,7130.01%
237ELEVANCE HEALTH INCELV500$217,4800.01%
238ISHARES TR4642878871,743$217,0040.01%
239STATE STR CORPSTT-PG2,404$215,2300.01%
240ESSENTIAL UTILS INC29670G1025,322$210,3790.01%
241WELLTOWER INCWELL1,370$209,8980.01%
242ISHARES TR4642877051,728$206,8930.01%
243ISHARES TR4642874811,760$206,7820.01%
244NEUBERGER BERMAN MUN FD INC64124P10119,865$206,5960.01%
245NORTHROP GRUMMAN CORPNOC391$200,1960.01%
246NUVEEN AMT FREE QLTY MUN INCNU17,711$198,3630.01%
247INVESCO MUN OPPORTUNITY TRIVZ19,795$187,8550.01%
248ISHARES TR46428822413,872$158,4180.01%
249NUVEEN QUALITY MUNCP INCOMENU13,025$150,0480.01%
250BLACKROCK MUNIYILD QULT FD IBLK12,305$144,0920.01%
251EATON VANCE MUNI INCOME TRUSETN13,413$137,6170.01%
252INVESCO QUALITY MUN INCOME TIVZ13,348$129,2090.01%
253BNY MELLON MUN BD INFRASTRUC09662W10912,075$127,6330.01%
254WESTERN ASSET INTER MUNI FD95843510915,110$117,8580.01%
255PURECYCLE TECHNOLOGIES INCPCTTW15,000$103,8000.01%